Outside Sales

Service Corporation International

Oregon

Hybrid

USD 50,000 - 100,000

Full time

7 days ago
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Job summary

SCI seeks a Pre-Planning Advisor to grow referrals and present pre-need planning with dignity and care. You will engage families, coordinate with funeral directors, and expand community partnerships while targeting sales quotas. The role welcomes flexible hours, including evenings and weekends, to meet objectives.

You will work primarily in a field/remote capacity, with strong emphasis on relationship-building, follow-ups, and delivering exceptional service to families during times of need.

Qualifications

  • High school diploma or equivalent; 1–2 years of college or experience.
  • Current driver's license with acceptable driving record.
  • Sales experience or 1–2 years industry experience.
  • CRM experience is a plus.

Responsibilities

  • Lead generation and referral cultivation for pre-need and at-need services.
  • Build relationships with families and communities; present planning guides.
  • Collaborate with funeral directors and staff to ensure service quality.
  • Attend events, conduct face-to-face outreach, and manage follow-ups.

Skills

CRM experience
Communication
Teamwork
Sales experience
Bilingual
Driving
Tech literacy

Education

High School Diploma
Some college coursework

Tools

CRM software

Job description

Our associates celebrate lives. We celebrate our associates.Working from home or presenting to client families in the field, the Pre-Planning Advisor (PPA) is a self-starter expected to achieve their quota (pacesetter) target by selling pre-need arrangements and services. The PPA serves families in a professional, caring and timely manner. Follow-up and generation of referrals from client families are integral to success and to establish a strong service relationship with families. The PPA also develops relationships with the community.

Job Responsibilities
Lead Generation

Consistently networks and builds relationships to generate recommendations for gaining referrals for both at-need cemetery arrangements and pre-need arrangements using company tools, processes and standardsHolds self accountable for prospecting a minimum of 4 hours every day (if working 8 hours) such as approaching families face-to-face during events, door knocking or group seminarsObtains referrals from families served by the location by following up through visits with families after the serviceNetworks and builds community and civic relationshipsExplains and presents Dignity Memorial® Personal Planning Guide presentations to families served and referred familiesMaintains and tracks activity levels to ensure productivityRemains flexible with schedule to achieve results; often works nights and weekends

Build Relationships with Families

Establishes and maintains strong business relationships with families by connecting with the family, relating to them, resolving their concerns and needs, and committing to follow throughResponds to client inquiries in a timely, respectful, sensitive and professional mannerSupports families in time of grief with acts of kindnessConnects with families through listening, honest communication and genuine concernDevelops an understanding of each family’s unique needs and offers solutions that provide value to themStays in touch with families to ensure satisfactionPrepares for all appointments and performs all procedures with professionalism and attention to detailProvides service beyond expectations to ensure satisfaction and to form the foundation for future sales based on long-term relationshipsBuilds trust-based relationships to earn the right to ask for referralsEarns the right to gain referrals to offer protection to protect family members, and the family’s relatives and friends, by educating them on the benefits of pre-planning

Teamwork

Consistently builds relationships and works cooperatively with the Funeral Director and other funeral home and/or cemetery staffCollaborates and teams with funeral directors, location managers, and other members of funeral home and or cemetery staff, to provide seamless, high quality serviceRepresents a continuous link from services provided at needed through aftercare, to providing services to protect families in futureThoroughly and completely reviews previous services and contacts with families to prepare to support current needs and or salesActs as one team, setting arrangement continuation visits within two to three days after the serviceShares family concerns with rest of the SCI team

Minimum Requirements
Education

High school education or equivalent1-2 years of college or equivalent experience

License

Current state/province issued driver’s license with an acceptable driving recordIn states/provinces where required, must hold a Funeral Directors License to perform this role

Experience

Sales experience or one to two years industry experience or equivalent educationPrevious experience with Customer Relationship Management (CRM) systems is a plus

Knowledge, Skills and Abilities

Basic computer and technology skills within a sales environmentAbility to work well in a team, as well as independentlyAbility to work beyond “standard” hours as the need arisesGood driving recordGood work ethicHigh-level of integrityCreative, outgoing and energeticComfortable presenting in front of othersDesire to help othersBilingual, knowledge of another language is a plus

Target Compensation Range

Target Compensation Range: $50,000 to $100,000 annually.The estimated total target compensation for this position in the first year typically ranges from

$50,000 to $100,000 annually

based on a strong commission-based incentive structure. In subsequent years, sales professionals commonly earn

$100,000 to $150,000 or more annually

. Actual compensation will vary based on individual performance, geographic location, and applicable business conditions.

(Note: As part of the total compensation plan, this position pays no less than $15.00 per hour for all hours worked)Postal Code: 22042Category (Portal Searching): SalesJob Location: US-VA - Falls Church

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